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Held by 374 of 5,944 reporting institutions (96th percentile) — extremely crowded.
Data as of Q1 2026
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Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $76.43 today, the market must believe free cash flow compounds 31.8%/yr for a decade (off $55M normalized FCF).
2-stage DCF · 0.08B shares · net debt -$13000
mean 104.5% · volatility σ 266% · implied rate exceeded in 2/7 yrs
Central path = implied 31.8%/yr growth; shaded band = ±1σ (266%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable; leverage falling year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $33M dividends + $0 buybacks = $33M returned on -$190M FCF.
1 consecutive years of dividend increases · 6%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 12%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash of $13000 fully covers short-term debt of $0.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.44B 100.0% | $1.20B 100.0% | $1.17B 100.0% | $888.8M 100.0% | $534.5M 100.0% | $514.6M 100.0% | $469.3M 100.0% | $433.9M 100.0% | $405.2M 100.0% | $384.0M 100.0% |
| Cost of Revenue | $1.06B 73.3% | $803.5M 66.9% | $769.5M 65.9% | $651.2M 73.3% | $396.7M 74.2% | $358.7M 69.7% | $349.9M 74.6% | $330.4M 76.1% | $281.6M 69.5% | $265.9M 69.2% |
| Cost of Products | — | — | — | — | — | — | — | — | $281.8M 69.5% | $265.9M 69.2% |
| Gross Profit | $385.7M 26.7% | $397.1M 33.1% | $399.0M 34.1% | $237.6M 26.7% | $137.8M 25.8% | $155.8M 30.3% | $119.4M 25.4% | $103.5M 23.9% | $123.7M 30.5% | $118.1M 30.8% |
| Research & Development | $58.2M 4.0% | $47.3M 3.9% | $43.7M 3.7% | $46.8M 5.3% | $16.6M 3.1% | $17.4M 3.4% | $14.8M 3.2% | $13.5M 3.1% | $13.0M 3.2% | $12.0M 3.1% |
| Selling, General & Admin | $239.5M 16.6% | $188.0M 15.7% | $171.5M 14.7% | $110.8M 12.5% | $68.6M 12.8% | $60.5M 11.8% | $52.1M 11.1% | $48.2M 11.1% | $49.4M 12.2% | $38.5M 10.0% |
| Operating Income | $146.2M 10.1% | $209.1M 17.4% | $227.5M 19.5% | $126.8M 14.3% | $69.3M 13.0% | $101.8M 19.8% | $67.0M 14.3% | $55.4M 12.8% | $74.2M 18.3% | $79.6M 20.7% |
| Other Income (Expense), net | $230K 0.0% | $378K 0.0% | $503K 0.0% | $399K 0.0% | $61K 0.0% | $51K 0.0% | -$46K -0.0% | -$47K -0.0% | $91K 0.0% | $105K 0.0% |
| Pretax Income | $128.8M 8.9% | $206.6M 17.2% | $223.2M 19.1% | $124.5M 14.0% | $69.2M 12.9% | $102.0M 19.8% | $67.0M 14.3% | $55.5M 12.8% | $74.6M 18.4% | $80.0M 20.8% |
| Income Tax Expense | $21.2M 1.5% | $38.0M 3.2% | $45.5M 3.9% | $24.2M 2.7% | $10.4M 2.0% | $23.0M 4.5% | $13.3M 2.8% | $13.2M 3.0% | $20.8M 5.1% | $26.6M 6.9% |
| Net Income | $107.6M 7.5% | $168.6M 14.0% | $177.6M 15.2% | $100.4M 11.3% | $58.8M 11.0% | $79.0M 15.4% | $53.7M 11.4% | $42.3M 9.8% | $53.8M 13.3% | $53.4M 13.9% |
| Per Share | ||||||||||
| EPS (Basic) | $1.32 | $2.07 | $2.19 | $1.26 | $0.75 | $1.51 | $1.03 | $0.81 | $1.02 | $1.01 |
| EPS (Diluted) | $1.29 | $2.02 | $2.13 | $1.24 | $0.73 | $1.49 | $1.02 | $0.80 | $1.01 | $1.00 |
| Weighted Avg Shares (Basic) | 81.5M | 81.5M | 81.2M | 79.6M | 78.6M | 52.2M | 52.1M | 52.3M | 52.6M | 52.9M |
| Weighted Avg Shares (Diluted) | 83.1M | 83.6M | 83.3M | 81.1M | 80.6M | 53.1M | 52.6M | 52.7M | 53.1M | 53.4M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
EOD close · as of 2026-09-17
Where each multiple sits in its own 14-yr range · 82th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 76.1 | 74.6 | 69.7 | 74.2 | 73.3 | 65.9 | 66.9 | 73.3 |
| Gross Profit | 23.9 | 25.4 | 30.3 | 25.8 | 26.7 | 34.1 | 33.1 | 26.7 |
| R&D | 3.1 | 3.2 | 3.4 | 3.1 | 5.3 | 3.7 | 3.9 | 4.0 |
| SG&A | 11.1 | 11.1 | 11.8 | 12.8 | 12.5 | 14.7 | 15.7 | 16.6 |
| Operating Income | 12.8 | 14.3 | 19.8 | 13.0 | 14.3 | 19.5 | 17.4 | 10.1 |
| Income Tax | 3.0 | 2.8 | 4.5 | 2.0 | 2.7 | 3.9 | 3.2 | 1.5 |
| Net Income | 9.8 | 11.4 | 15.4 | 11.0 | 11.3 | 15.2 | 14.0 | 7.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AAON: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 651 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $29.49T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $259.8B | 39.0× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $167.6B | 23.6× | 16.1× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| AAON | $6.2B | 59.3× | 27.7× | 4.3× | 20.1% | 26.7% | 7.5% | 12.0% | 12.0% | 0.0× | 374 |
Peers = companies sharing AAON's sector (Industrials) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.